Client Executive – Select Accounts
A day in the life.
As our Client Executive on the Select Accounts team, you’ll work directly with the Client Director & Client Specialist. You are responsible for servicing and retaining an existing commercial book of business. This includes the ability to manage workload by processing daily servicing tasks along with delegating tasks to team members. Responsible for supporting the marketing/placement of new and renewal commercial accounts with specific teams. Demonstrating team leadership.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- High school diploma or equivalent is required
- 3+ years of experience
- Knowledge of commercial insurance industry (carrier, agency) laws, products, coverages and markets is essential.
- Review insurance policy documents to identify coverage placements, analyze policy forms and endorsements, and interpret key policy language to support accurate client service and risk assessment.
- Knowledge of insurance company working relationships, binding authority, procedures and underwriting guidelines.
- Excellent communication skills to effectively service customers.
- Ability to proactively manage book of business and to develop relationships to retain accounts.
- Ability to evaluate the clients’ needs and negotiate with underwriters
- Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines.
- Property and Casualty license required.
These additional qualifications are a plus, but not required to apply:
- College degree is preferred.
- CIC, CRM, ARM or equivalent preferred.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
The applicable base salary range for this role is $64,700 to $120,400.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
